Wcm Investment Management, LLC

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-28
Total Holdings
278
Total Value
38905997059
Accession Number
0001062993-25-008104
Form Type
13F-HR
Manager Name
Wcm Investment Management, LLC
Data Enrichment
96% identified
268 identified10 unidentified

Holdings

278 positions
Manager:
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Page 12 of 14
PTC INC.
Shares:
14496(+5.2%)
Value:
$2.2B(-11.3%)
Elastic N.V.
Shares:
23811(+0.7%)
Value:
$2.2B(-7.9%)
Rexford Industrial Realty, Inc.
Shares:
54510(+0.0%)
Value:
$2.1B(+1.8%)
NIKE, Inc.
Shares:
33482(-1.0%)
Value:
$2.1B(-16.0%)
PEPSICO INC
Shares:
14048(-4.4%)
Value:
$2.1B(-5.9%)
SCHLUMBERGER LIMITED/NV
Shares:
49655(+33.8%)
Value:
$2.1B(+48.2%)
TELEDYNE TECHNOLOGIES INC
Shares:
4184(+6.5%)
Value:
$2.1B(+13.4%)
Dynatrace, Inc.
Shares:
42677(+46.3%)
Value:
$2.1B(+30.9%)
LOCKHEED MARTIN CORP
Shares:
4515(-7.5%)
Value:
$2.0B(-15.5%)
TAKE TWO INTERACTIVE SOFTWARE INC
Shares:
9452(-27.2%)
Value:
$2.0B(-16.9%)
POOL CORP
Shares:
6219(+4.6%)
Value:
$2.0B(-2.9%)
12532H104
Shares:
19949(-15.6%)
Value:
$2.0B(-24.2%)
DEVON ENERGY CORP/DE
Shares:
48535(+7.8%)
Value:
$1.8B(+24.0%)
CURTISS WRIGHT CORP
Shares:
5561(+0.8%)
Value:
$1.8B(-10.7%)
Baidu, Inc.
Shares:
18487(+35.3%)
Value:
$1.7B(+50.3%)
Sarepta Therapeutics, Inc.
Shares:
22664(-1.4%)
Value:
$1.6B(-42.7%)
46434G863
Shares:
45185(+0.0%)
Value:
$1.6B(+4.4%)
HUBSPOT INC
Shares:
2668(+0.6%)
Value:
$1.6B(-16.2%)
TETRA TECH INC
Shares:
49726(-96.0%)
Value:
$1.4B(-97.0%)
TYLER TECHNOLOGIES INC
Shares:
2492(-31.2%)
Value:
$1.4B(-31.1%)